Business Details
18 Years
experience
Your Trusted Financial Advisers in Cwmbran
Established in 2008, we are a family-run financial planning firm dedicated to helping clients manage their wealth to live their desired lifestyle. Our founder, Andrew Tucker, began his career in 1989 and has since earned multiple professional qualifications, including Chartered Financial Planner and Chartered Wealth Manager status. We prioritise building personal relationships with clients, offering bespoke financial coaching, lifetime cashflow modelling, and investment management. Our team of qualified professionals focuses on understanding individual client needs rather than offering generic solutions.We work transparently with clear fee structures and collaborate with specialist investment managers to ensure optimal portfolio management. Our Chartered status reflects our commitment to excellence and ongoing professional development. We serve clients across South Wales, with a particular focus on retirement planning, pension freedoms, and wealth preservation. Our approach combines technical expertise with a deep understanding of clients' personal aspirations and risk tolerance. We provide ongoing support to adapt financial plans as clients' circumstances evolve over time.
Services
Retirement Planning
Pension Advice
Wealth Management
Investment Management
Business Protection
Cashflow Modelling
Estate Planning
Tax Efficiency
Risk Management
Financial Coaching
Details
- Year established: 2008
Highlights and features
- We know every client's name and provide truly personalised service
- Our team includes two Chartered Financial Planners with advanced qualifications
- We charge transparent fees with no hidden costs
- We focus on long-term relationship building rather than product sales
- We use specialist investment managers for optimal portfolio management
Associations and certifications
- Financial Conduct Authority
- Chartered Financial Planning
- Chartered Financial Planner
- Chartered Wealth Manager
What people say
Delighted with the service
Financial security to retire
Enjoyable and secure retirement
Changed approach to planning
Achieved retirement goals
Services
Retirement Planning
We help clients create comprehensive retirement strategies tailored to their lifestyle goals. Our approach combines cashflow modelling with investment management to ensure financial security. We specialise in navigating pension freedoms and tax-efficient withdrawals while maintaining long-term sustainability.
Wealth Management
Our wealth management service focuses on preserving and growing client assets through diversified investment strategies. We work closely with specialist managers while maintaining client control, ensuring portfolios align with individual risk profiles and financial objectives across different life stages.
Pension Advice
We provide expert guidance on all pension types, including final salary schemes and drawdown options. Our advice covers transfers, tax implications, and sustainable income strategies, helping clients make informed decisions about their retirement funds.
Business Protection
This service helps business owners protect their assets and ensure continuity during unexpected events. We advise on insurance solutions, succession planning, and tax-efficient structures to safeguard both business and personal financial interests.
Cashflow Modelling
Our lifetime cashflow projections visualise clients' financial futures, identifying potential shortfalls and opportunities. This evidence-based approach enables informed decision-making about spending, saving, and investment strategies throughout retirement.
People
Andrew Tucker
Director
Chartered Financial Planner with over 30 years' experience in the industry. Founded Financial Planning Solutions in 2008 after working with major firms. Holds multiple advanced qualifications including Chartered Wealth Manager and Pension Transfer Specialist.
Tina Kingsbury
Chartered Financial Planner
Experienced financial planner with specialist expertise in retirement solutions. Provides paraplanning support and contributes to the firm's technical resources. Maintains ongoing client relationships and investment strategy development.
Paula Tucker
Accounts and Admin Manager
Manages the firm's financial operations and administrative processes. Ensures smooth day-to-day running of the business while maintaining client confidentiality and regulatory compliance standards.
Gemma Carr
Administrator
Supports client services through efficient case management and documentation handling. Coordinates client meetings and maintains accurate records while providing responsive client communication.
Questions
What financial planning services do you offer?
We specialise in retirement planning, pension advice, wealth management, cashflow modelling, business protection, and estate planning tailored to individual client needs.
How are you different from other financial advisers?
We focus on building personal relationships rather than selling products, using lifetime cashflow modelling and collaborating with specialist investment managers for optimal results.
What fees do you charge for your services?
Our transparent fees include fixed charges and percentage-based investment management fees. We discuss all costs upfront with no hidden charges or surprises.
How do you help clients plan for retirement?
We create detailed cashflow projections, develop sustainable withdrawal strategies, and implement tax-efficient investment solutions tailored to individual retirement goals.
Do you work with clients outside South Wales?
While based in Cwmbran, we work with clients across the UK through remote consultations and digital communication tools.
How do I start working with your firm?
Contact us for an initial discovery meeting where we'll understand your goals and explain our approach before any commitment to our services.
Reviews (2)
Gerald Marsh
Sep 13, 2019
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Andrew spent a great deal of time producing a model for the future then presenting that model in non-financial terms we could understand. He showed how some simple changes would affect the model and gave us some good advice including moving an old pension into a better scheme. By being able to model specific time-critical events, income and outgoings could be balanced in the optimum way. The most important thing Andrew did was to give us more confidence that our financial future should not be such a worry! Andrew has always been there for advice when any of our financial situation changes.
Bob Evans
Aug 18, 2019
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Always there to offer advice and allow flexible use of my funds. He grew my funds despite difficult markets. Thoroughly recommended
